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Exponent

373 hedge funds and large institutions have $5.46B invested in Exponent in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 137 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,708% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $12K

67% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 33

33% more funds holding in top 10

Funds holding in top 10: 3 β†’ 4 (+1)

22% more capital invested

Capital invested by funds: $4.47B β†’ $5.46B (+$990M)

5% more funds holding

Funds holding: 354 β†’ 373 (+19)

0.86% more ownership

Funds ownership: 92.66% β†’ 93.51% (+0.86%)

4% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 137

Holders
373
Holders Change
+19
Holders Change %
+5.37%
% of All Funds
5.36%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
55
Increased
131
Reduced
137
Closed
33
Calls
$2.02M
Puts
$12K
Net Calls
+$2M
Net Calls Change
-$40K
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
351
Capital Performance Advisors
California
$4.04K +$3.66K +35 New
CTWM
352
Cherry Tree Wealth Management
Minnesota
$3.92K – – –
CT
353
Colonial Trust
South Carolina
$3.8K +$3.56K +34 New
BTI
354
Blue Trust Inc
Georgia
$3.52K +$837 +8 +28%
Jones Financial Companies
355
Jones Financial Companies
Missouri
$3.4K +$3.14K +30 New
MCM
356
Manchester Capital Management
Vermont
$3K – – –
IA
357
IFP Advisors
Florida
$2.88K -$418 -4 -14%
CFO
358
CVA Family Office
Colorado
$2.65K – – –
FG
359
Fairman Group
Pennsylvania
$2.65K – – –
FMII
360
Farmers & Merchants Investments Inc
Nebraska
$2.42K – – –
W
361
WealthCollab
Washington
$2.19K – – –
JWA
362
JFS Wealth Advisors
Pennsylvania
$2.13K +$105 +1 +6%
TAM
363
Tucker Asset Management
Colorado
$2.08K – – –
PWA
364
Provenance Wealth Advisors
Florida
$1.38K – – –
IAIM
365
International Assets Investment Management
Florida
$847 +$10.2M +97,683 New
SIC
366
SJS Investment Consulting
Ohio
$807 – – –
DPW
367
DiNuzzo Private Wealth
Pennsylvania
$692 – – –
AWM
368
Avior Wealth Management
Nebraska
$576 – – –
HI
369
Harbour Investments
Wisconsin
$346 +$314 +3 New
CA
370
Claris Advisors
Missouri
$231 +$209 +2 New
MCM
371
MV Capital Management
Maryland
$116 – – –
TFM
372
TFC Financial Management
Massachusetts
$116 – – –
Balyasny Asset Management
373
Balyasny Asset Management
Illinois
– -$3.16M -33,188 Closed
AG
374
Algert Global
California
– -$2.58M -27,139 Closed
SSA
375
Schonfeld Strategic Advisors
New York
– -$1.32M -13,862 Closed

EXPO Hedge Fund Activity: Q3 2024 in Review

373 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q3 2024, worth a combined $5.46B β€” up 22% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new EXPO positions and 33 closed out β€” a net gain of 22 holders β€” while 131 added to existing stakes and 137 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $25.6M. The largest seller was Fundsmith LLP, cutting an estimated $19M.

  • 373 institutional investors held Exponent (EXPO) as of Q3 2024, up from 354 in Q2 2024.
  • Funds reported $5.46B of Exponent stock for Q3 2024, up 22% quarter-over-quarter.
  • 55 funds opened new Exponent positions in Q3 2024 and 33 closed out, a net change of +22 holders.
  • The largest Exponent buyer in Q3 2024 was JP Morgan Chase, an estimated $25.6M added.
  • The largest Exponent seller in Q3 2024 was Fundsmith LLP, an estimated $19M sold.

Based on aggregated 13F filings for Q3 2024.